Refresh the engagement insights

---
title: Refresh the engagement insights
description: Request a new AI-generated brief for an engagement to reflect signals that occurred since the brief was last generated.
locale: en-US
canonical_url: https://www.servicenow.com/docs/r/australia/acct-lifecycle-events/account-lifecycle-exec-insight-refresh.html
release: australia
topic_type: task
last_updated: "2026-09-10"
reading_time_minutes: 1
keywords: [refresh engagement brief, Executive Insight Generator, engagement updates]
breadcrumb: [Engagement brief, Engagement home page, Manage engagements, Customer success, Use, Customer Success Management]
---

# Refresh the engagement insights

Request a new AI-generated brief for an engagement to reflect signals that occurred since the brief was last generated.

## Before you begin

Role required: `sn_acct_lc.agent`

## About this task

The brief is generated when you first open the engagement record page. The same brief displays for 15 days. Consider refreshing when a significant change has occurred on the engagement since the brief was last generated. Examples include a risk signal, a health score change, or a completed milestone.

## Procedure

1.  Navigate to **All** > **Workspaces** > **CRM Workspace**.

2.  Select the **List** menu, navigate to **Customer Success** > **All Engagements**, and open an engagement record.

3.  In the **Engagement updates** section, select the **Refresh** icon.


## Result

A new brief is generated based on signals from the last 7 days and replaces the previous cached brief. The **Last updated** timestamp updates to reflect the current date and time. The **Recommendations** panel also refreshes to reflect the updated brief.

**Parent Topic:**[Engagement brief](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-exec-insight-gen.md)

**Related topics**  


[Engagement brief](https://raw.githubusercontent.com/ServiceNow/ServiceNowDocs/australia/markdown/australia/acct-lifecycle-events/account-lifecycle-exec-insight-gen.md)

[bundle-psew.now-assist-tmt-exec-insight-gen]